Melanie Guhit is a CFP-designated registered investment advisor, based in Walnut Creek, CA, with 7 years of industry experience.
Location
2175 N California Blvd, Suite 800, Walnut Creek, CA, 94596
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Melanie owns Carina Concepts, LLC, which is no longer active but the LLC remains active. This activity is not investment-related and requires minimal time.
Employment History
Previous Registrations
Edelman Financial Engines
August 2022 - December 2025 · 3 yrs 4 mos
Mercer Global Advisors INC.
September 2018 - August 2022 · 3 yrs 11 mos
Creative Planning
November 2017 - April 2018 · 5 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.